Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF inkluderar Hershey Financial Advisers, LLC, Capitolis Liquid Global Markets LLC, CMIAX - Curasset Capital Management Limited Term Income Fund Class A, CMBEX - Curasset Capital Management Core Bond Fund Founders Class, Optivise Advisory Services LLC, TT Capital Management LLC, Strathmore Capital Advisors, Inc., Quadrature Capital Ltd, Brookwood Investment Group LLC, Meridian Financial, LLC, Atlantic Union Bankshares Corp, och Rothschild Investment Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | David J Yvars Group | 8 115 | 1,44 | 238 | 3,04 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 128 359 | 4,52 | 3 758 | 6,04 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 15 149 | 0,79 | 444 | 2,31 | ||||
| 2025-07-24 | 13F | Conning Inc. | 97 267 | 91,83 | 2 848 | 94,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 215 943 | 6,64 | 6 295 | 7,81 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 65 226 | 0,70 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 60 645 | 1,63 | 1 776 | 3,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 328 556 | 8,74 | 9 620 | 12,55 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 12 111 | 0,27 | 355 | 1,72 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 83 558 | 7,82 | 2 447 | 9,39 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 28 140 | 1,17 | 824 | 2,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 165 772 | 3,01 | 4 854 | 4,50 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 111 827 | 4,63 | 3 274 | 6,16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 368 | 3,38 | 1 123 | 4,86 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7 289 | 0,04 | 213 | 1,43 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10 785 | 0,66 | 316 | 3,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 143 719 | 22,72 | 4 208 | 24,53 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 17 776 | 10,77 | 520 | 12,31 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 118 351 | 7,31 | 3 465 | 8,89 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14 593 | 9,83 | 426 | 10,97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 806 | 229 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 55 647 | 0,97 | 1 629 | 2,45 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 186 146 | 6,56 | 5 372 | 7,27 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 725 | 314 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 17 397 | 6,10 | 509 | 7,61 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 12 983 | 86,81 | 380 | 90,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 834 | 4,21 | 610 | 5,90 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 16 | 6,67 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 58 847 | 297,35 | 1 723 | 304,46 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 51 344 | 3,12 | 1 503 | 4,67 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 48 684 | 0,74 | 1 425 | 2,22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 501 | 2,17 | 73 | 4,29 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 13 779 | 8,40 | 403 | 10,71 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 9 043 | 7,09 | 265 | 8,64 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7 515 | 6,76 | 220 | 8,37 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 160 960 | 4,88 | 4 713 | 6,39 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 11 654 | 13,24 | 341 | 15,20 | ||||
| 2025-07-29 | 13F | Creekside Partners | 38 326 | 18,91 | 1 122 | 20,65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 710 526 | 20 804 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 29 974 | 39,45 | 878 | 41,45 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 768 | 22 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 11 150 | 11,53 | 326 | 13,59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 78 876 | 1,05 | 2 309 | 2,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 514 | 1 202,68 | 1 567 | 1 227,12 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 343 | 2,39 | 10 | 11,11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 287 201 | 5,14 | 8 409 | 6,67 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7 172 | 210 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 349 545 | 1,91 | 10 235 | 3,39 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 9 076 | 16,21 | 266 | 17,78 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 904 | 11,00 | 114 | 12,87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36 259 | 11,09 | 1 062 | 12,75 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 19 056 | 19,47 | 558 | 21,09 | ||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 72 926 | 2 135 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 033 582 | 2,72 | 30 263 | 4,22 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 34 194 | 1,23 | 1 001 | 2,77 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 634 | 46,08 | 19 | 50,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 535 | 5,28 | 45 | 4,76 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97 500 | 2 855 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 209 211 | 1,34 | 6 099 | 2,37 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35 050 | 1,02 | 1 026 | 2,50 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 135 319 | 3 962 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 131 216 | 3 842 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 127 | 1,60 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 29 388 | 253,43 | 860 | 259,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 107 454 | 9,67 | 3 101 | 10,40 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 30 095 | 881 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 25 961 | 738 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152 588 | 27,36 | 4 468 | 30,04 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 91 788 | 2 688 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 534 | 6,37 | 16 | 7,14 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19 455 | 565 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310 | 9 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5 093 | 4,95 | 149 | 6,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 67 073 | 2,38 | 1 964 | 3,86 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 87 860 | 7,56 | 2 570 | 9,08 | ||||
| 2025-07-28 | 13F | Essex LLC | 177 449 | 2,28 | 5 196 | 3,78 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 110 234 | 0,37 | 3 228 | 1,83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 86 806 | 2,20 | 2 542 | 3,67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 189 323 | 5,87 | 5 543 | 7,40 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 1 049 200 | 14,87 | 30 721 | 16,54 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 95 164 | 3,93 | 2 786 | 11,53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 210 | 0,54 | 240 | 2,13 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 155 219 | 1,79 | 4 545 | 3,25 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13 001 | 4,63 | 381 | 6,15 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 196 024 | 0,63 | 5 740 | 2,10 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 58 007 | 31,35 | 1 698 | 33,28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17 708 | 516 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 225 643 | 4,00 | 35 887 | 5,51 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 375 580 | 1,42 | 10 997 | 2,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 386 113 | 0,40 | 11 305 | 1,87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 068 | 3,89 | 822 | 5,39 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 38 911 | 0,92 | 1 139 | 2,52 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 10 522 | 27,83 | 308 | 29,96 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 386 | 10,35 | 275 | 11,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73 531 | 2,93 | 2 153 | 4,42 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 11 756 | 323,49 | 339 | 329,11 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 870 | 260 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45 904 | 1,55 | 1 344 | 3,07 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 50 783 | 48,21 | 1 487 | 51,32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 746 | 227 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 370 272 | 109,57 | 10 805 | 111,88 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 14 297 | 0,41 | 419 | 1,95 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 552 880 | 6,42 | 16 188 | 7,96 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35 572 | 84,83 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 823 | 229 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 16 005 | 469 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 489 | 409,38 | 14 | 600,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 106 | 3,50 | 90 | 4,65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 103 556 | 2,35 | 3 | 50,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 305 | 0,99 | 9 | 0,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 18 251 | 0,47 | 534 | 1,52 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 281 572 | 8 244 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 299 114 | 8,46 | 8 758 | 10,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48 646 | 47,20 | 1 424 | 49,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 843 | 288 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 17 715 | 519 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 196 901 | 6,20 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 412 | 276 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 627 875 | 3,22 | 18 384 | 4,72 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 046 620 | 3,25 | 89 205 | 4,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 590 | 5,66 | 603 | 7,12 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45 193 | 6,56 | 1 323 | 8,18 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 877 | 26 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 282 609 | 8 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 539 | 7,39 | 777 | 8,98 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 257 623 | 7 543 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 57 061 | 25,46 | 1 671 | 27,29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32 | 3,23 | 1 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 631 | 7,05 | 516 | 8,63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 174 471 | 14,90 | 5 109 | 16,57 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 6 907 | 202 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 31 041 | 909 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59 623 | 13,95 | 1 746 | 16,26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 27 175 | 5,17 | 796 | 6,71 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 192 | 19,63 | 123 | 20,79 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 31 092 | 19,47 | 910 | 21,17 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 188 119 | 4,66 | 93 348 | 6,18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 218 | 19,90 | 0 | |||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 14 897 | 0,51 | 436 | 2,11 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 62 095 | 6,51 | 1 818 | 8,09 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 37 508 | 41,17 | 1 098 | 43,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 202 | 269 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 129 002 | 0,62 | 3 777 | 2,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 605 | 11,54 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 411 103 | 6,48 | 12 037 | 8,03 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 125 226 | 0,70 | 3 667 | 2,17 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 257 | 32,71 | 1 589 | 34,69 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 453 | 3,00 | 277 | 4,55 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 119 164 | 0,43 | 3 489 | 1,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 91 830 | 15,60 | 2 689 | 17,28 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 88 692 | 125,55 | 2 597 | 128,92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 25 745 | 32,93 | 754 | 34,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 821 | 28,36 | 1 161 | 29,75 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 121 060 | 0,93 | 3 545 | 2,40 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 298 978 | 3 103,79 | 8 846 | 3 200,37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 159 581 | 24,35 | 4 673 | 26,17 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 540 | 0,33 | 45 | 2,27 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 219 168 | 3,32 | 6 417 | 4,84 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 192 341 | 3,49 | 5 632 | 5,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 36 640 | 29,42 | 1 073 | 31,21 |
